Job Description Summary

Under general supervision, supports agency strategies by managing marketing projects for business units, financial advisors and other internal clients. Manages tactical day-to-day project management activities, analysis and/or project administration tasks throughout the agency. Exercises moderate latitude and judgment in accordance with well-defined policies, procedures, and techniques.

Job Description

Essential Duties and Responsibilities

• Supports client relations and project management by working with the agency to develop and complete small to medium scope projects.
• Assists in implementing marketing strategies by coordinating the creation and production of marketing and communications materials.
• Provides input on process improvements efforts.
• Gathers requirements for projects, understands traffic operations and collaborates with appropriate resources.
• Partners with account management and creative teams to drive effective execution of projects, with the goal of achieving high client satisfaction.
• Administers and monitors timelines and budgets at the project level.
• Builds project plans and manages small to medium scope projects.
• Manages day-to-day project management activities including monitoring daily workflow and projects.
• Assists in creating and maintaining internal project management tools/resources.
• Maintains documentation and communications.
• Provides support to senior project managers and department managers.
• Understands business impacts associated with initiatives.
• Assists in the creation of Business Case documents to communicate and prioritize initiatives.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Basic knowledge of marketing concepts and agency processes and project management methodology including project management, analysis, administration and documentation.
• Creative production processes.

Skill in

• Organizational, planning and time management skills – as well as a “roll up the sleeves” mentality – sufficient to independently oversee multiple projects from start to completion.
• Excellent written and oral communication skills, as well as strong interpersonal skills.
• Creating and maintaining project documentation and communications.
• Coordinating projects, communicating changes and progress, and completing projects on time and budget.
• Demonstrating accuracy and thoroughness while applying feedback to improve performance.
• Completing tasks on time or notifying the appropriate person with an alternate plan.
• Collecting, researching and analyzing data.
• Operating standard office equipment and using required software applications.
• Proofing and editing work.

Ability to

• Respond to client requests and works with existing process and formats.
• Identify and resolve problems in a timely manner.
• Work well in individual and group problem solving situations; with limited oversight, takes accountability for tactical client needs.
• Continuously build knowledge and skills in project management.
• Respond promptly to client needs, respond to requests for service and assistance and meet commitments.
• Build strong relationships across the agency; gains confidence and trust of internal clients and agency teams.
• Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process.
• Work in a dynamic, growing environment.
• Deal with frequent change, delays, or unexpected events.

Education

Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Marketing

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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